Release notes for April 24, 2020, update

Jazzit Administrators can find the latest release notes and downloads on our support site at: jazzitsupport.com.

Updates are available for the following modules:

COVID-19 report paragraphs and note disclosures:

Engagement letter and engagement report updated to included emphasis of matter paragraphs related to COVID-19 for both Subsequent events and Going concern.

New note categories added for Subsequent events and Going concern related to COVID-19.

CSRS 4200:

References to “Notice to Reader” as an engagement type have been revised to “Compilation” in instances where the “Notice to Reader” report is not directly referenced. This applies to all working papers and financial statement modules.

Heading options now retained on reload:

Heading presentation in the “Headings” folder will now save on reload in client files and does not need to be re-selected in the Resource Centre module after a Snackbar update.

A “Reset to default” button has been added to the “Headings” folder, which will restore Resource Centre selections in a client file, and will reset to Jazzit defaults when used in the Resource Centre.

Leap year option for February 2020 year ends:

A checkbox has been added to the “Short year” tab in the home menu for the option “Hide month and day above column headings even when they are different in current and prior year”. Selecting this option will remove the month and day from the statement headers.

Transition column in 9 column financial statements:

Added a message to the budget checkbox in column settings for the 9 column balance sheet indicating that users can right-click on the budget checkbox to toggle between a budget and a transition column.

Toronto Training Course Outlines

Introduction to Jazzit Fundamentals

This course will guide you through the steps to bring Jazzit Fundamentals into your new and existing CaseWare files. We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. We also walk through the Home menu settings within the financial statements to ensure client defaults are set properly. This course is designed to get the new user up and running with Jazzit quickly.

Cancellations must be received at least 2 weeks in advance of class date for refund.

Cheques must be received at least 1 week in advance of course date to secure registration.

Seating is limited.

Advanced Jazzit Fundamentals

This course is intended for people who are comfortable with Jazzit basics and are interested in the more advanced options and recent updates to the package. We look at the 9 column financial statements, Not-for-Profit statements, interim statements, copying a note from a different client financial statement, specified foreign property, loan/lease calculator, and much more.

Cancellations must be received at least 2 weeks in advance of class date for refund.

Cheques must be received at least 1 week in advance of course date to secure registration.

Seating is limited.

Jazzit Fundamentals Administrator

If you are responsible for keeping your firm's Jazzit Fundamentals up to date, or making changes to the Jazzit templates (including letterhead), this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

The new Compliance checklists in our PEG Audit package are now available for download.

Unless you have customized your Jazzit Checklists, we recommend the quick method to update your checklists package. The quick method replaces your existing Jazzit Checklist Master file(s) and Resource Centre(s) with new ones you download from the Jazzit Support website.

Simply move your existing Jazzit Checklist Master file(s) and Resource Centre(s) to a different location (you can delete these later if you don't refer to them in future)

Download new Jazzit Checklist Master file(s) and Resource Centre(s)

Tip: Make sure you save the files you download in the exact same place as the old ones were so you don't have to revise Resource Centre paths.

For more detailed instructions about how to update your checklists using either the Quick Method or the Regular Method, download our Jazzit Checklists User Guide available on our support website. Administrators will need the login and password to log into the support website.

Remember that an active PEG subscription from CPA Canada/Knotia is required for all renewals or new checklists orders. When submitting the renewal for the firm, please provide the CPA Customer Number that relates to the active subscription.

Release notes for October 25, 2019, update

Jazzit Administrators can find the latest release notes and downloads on our support site at: jazzitsupport.com.

Updates are available for the following modules:

Amortization working papers (CA, CB, and IA):

Added the "Group cleanup" option. This allows the administrator to increase the number of group lines in the Resource Centre module as it will automatically trim to number required in the client file on update;

EDMONTON

VANCOUVER

Introduction to Jazzit Fundamentals

This course will guide you through the steps to bring Jazzit Fundamentals into your new and existing CaseWare files. We will cover importing trial balance data, bringing in Jazzit maps and key templates into your file. We also walk through the Home menu settings within the financial statements to ensure client defaults are set properly. This course is designed to get the new user up and running with Jazzit quickly.

Cancellations must be received at least 2 weeks in advance of class date for refund.

Cheques must be received at least 1 week in advance of course date to secure registration.

Seating is limited.

Advanced Jazzit Fundamentals

This course is intended for people who are comfortable with Jazzit basics and are interested in the more advanced options and recent updates to the package. We look at the 9 column financial statements, Not-for-Profit statements, interim statements, copying a note from a different client financial statement, specified foreign property, loan/lease calculator, and much more.

Cancellations must be received at least 2 weeks in advance of class date for refund.

Cheques must be received at least 1 week in advance of course date to secure registration.

Seating is limited.

Jazzit Fundamentals Administrator

If you are responsible for keeping your firm's Jazzit Fundamentals up to date, or making changes to the Jazzit templates (including letterhead), this course is for you. We cover updating templates, tracking your revisions, and how to handle the most frequently requested customizations.

Release notes for August 9, 2019, update

Jazzit Administrators can find the latest release notes and downloads on our support site at: jazzitsupport.com.

Updates are available for the following modules:

Engagement Letter:

Sample report has been relocated as Appendix A;

Sample reports for review and audit have been revised for the August 2019 PEG release;

Added new sample wording for modified review report relating to the completeness of revenues from fundraising for NPO;

The sample report options now display an asterix (*) next to items that match those as set in the financial statements. By default, the options in the sample report will display what was chosen in the financial statements for the type of report (modified/unmodified), and opinion for both years including when prior year was completed by a predecessor accountant;

Engagement Report:

The audit and review reports were revised for the August 2019 PEG release;

Added new sample wording for modified review report relating to completeness of revenues from fundraising for NPO.

Jazzit Checklists for our Compilation/Review and Audit packages have been updated and are available for download.

Unless you have customized your Jazzit Checklists, we recommend the quick method to update your checklists package. The quick method replaces your existing Jazzit Checklist Master file(s) and Resource Centre(s) with new ones you download from the Jazzit Support website.

Simply move your existing Jazzit Checklist Master file(s) and Resource Centre(s) to a different location (you can delete these later if you don't refer to them in future)

Download new Jazzit Checklist Master file(s) and Resource Centre(s)

Tip: Make sure you save the files you download in the exact same place as the old ones were so you don't have to revise Resource Centre paths.

For more detailed instructions about how to update your checklists using either the Quick Method or the Regular Method, download our Jazzit Checklists User Guide available on our support website. Administrators will need the login and password to log into the support website.

Remember that an active PEG subscription from CPA Canada/Knotia is required for all renewals or new checklists orders. When submitting the renewal for the firm, please provide the CPA Customer Number that relates to the active subscription.